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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: larry who wrote (441)	12/31/1998 12:44:00 AM
From: Lionheart	Respond to of 41369

Larry, Larry, Larry, a short has infiltrated the thread, this is a bullish sign. AOL announces a major increase in members in the month of December, Amazon hints at blow-out sales for December also, internet companies beginning to hint of being on the verge of real profits as on-line sales of goods jumps several fold over last year as more and more people come on line for the first time. So you have decided it's time to go short. Your comments belong on the "AOL, Will it Survive? thread. The market will no doubt be volatile in 1999 but I have heard more analysts predict the internet segment will continue its upward trend in 1999. AOL's PE will adjust naturally downward as its earnings increase quarter over quarter. AOL's valuation may appear high but it has a real PE. How do you evaluate AMZN, YHOO, etc whose stock prices are double AOL's without showing earnings of even a penny a share? Speaking of a penny a share, has anyone looked at Ameritrade's numbers recently? Earnings per share of .01 and a PE of over 3,000? It make AOL look cheap. There is no guarantee that anyone that sells now will be able to get in again at a lower price. The real winners are those willing and able to stay long and were lucky enough to get in on the ground level of a great company. JMHO.

To: larry who wrote (441)	12/31/1998 2:12:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 41369

>>But the internet bubble might never burst so you don't need to worry until that day comes. I'm sure the bubble will burst, and I don't delude myself that I'll be able to time it. That's why I own Gorilla stocks like csco, intc and msft, and King stocks like aol and dell. All of them tie to the internet, and all have dedveloped strong revenue streams. Cisco, Microsoft, and Intel have sustained outstanding gross margins, dominate their sectors, and control the standards of their respective hyper growth markets. Dell and America Online have incredible revenue growth and a chance to dominate their sectors. I don't think the inevitable crash of the Inut stocks will hurt these fine companies for more than a brief period (as measured by a long term investor). Happy investing, 49er Frank